|
1
|
Bank of America
Charlotte,
North Carolina
|
$154M
|
-$21.3M
|
-345,542
|
-12%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$73.2M
|
+$10.3M
|
+167,378
|
+16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$71.7M
|
+$26M
|
+421,498
|
+57%
|
|
|
4
|
|
$57M
|
+$4.47M
|
+72,422
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$45.5M
|
+$1.01M
|
+16,305
|
+2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.5M
|
+$2.93M
|
+47,433
|
+9%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$34.9M
|
+$753K
|
+12,205
|
+2%
|
|
|
8
|
|
$26.9M
|
-$835K
|
-13,530
|
-3%
|
|
|
9
|
|
$25.6M
|
-$26.1K
|
-423
|
-0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.5M
|
+$4.85M
|
+78,560
|
+33%
|
|
|
11
|
Aviance Capital Management
Sarasota,
Florida
|
$17.6M
|
-$2.3M
|
-37,241
|
-12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$17.3M
|
+$12.3M
|
+199,672
|
+250%
|
|
|
13
|
PagnatoKarp Partners
Reston,
Virginia
|
$15.8M
|
-$3.71M
|
-60,107
|
-19%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$9.7M
|
+157,233
|
+180%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$13.3M
|
+$956K
|
+15,501
|
+8%
|
|
|
16
|
Bank of the West
Monterey Park,
California
|
$13.1M
|
-$5.5M
|
-89,105
|
-30%
|
|
|
17
|
AHL Partners
London,
United Kingdom
|
$13M
|
+$6.29M
|
+101,899
|
+94%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
-$884K
|
-14,334
|
-7%
|
|
|
19
|
Piershale Financial Group
Barrington,
Illinois
|
$10.9M
|
–
|
–
|
–
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$9.59M
|
+$2.41M
|
+39,023
|
+34%
|
|
|
21
|
Regions Financial Corp
Birmingham,
Alabama
|
$9.23M
|
+$4M
|
+64,907
|
+77%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$9.01M
|
+$1.48M
|
+23,919
|
+20%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.45M
|
+$1.24M
|
+20,143
|
+17%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$8.21M
|
-$455K
|
-7,377
|
-5%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$7.11M
|
+$4.96M
|
+80,315
|
+232%
|
|
